Loading
Uniconta
Search
Generic filters
Get Uniconta
  • Visit a Country Site
    • Danmark
    • Deutschland
    • Eesti
    • Ísland
    • Lithuania
    • Nederland
    • Norge
    • Österreich
    • United Kingdom
  • Search
  • Uniconta
    • Ledger
    • Customer
    • Sales Order
    • Vendor
    • Purchase
    • Inventory
    • Logistics
    • Project
    • Light Manufacturing
    • CRM
    • Dashboard
    • Company
    • Adaptability
  • Download
    • Uniconta for Windows
    • Uniconta for Mac
  • Resellers
    • Find a reseller
    • Become a reseller
    • Become an integration partner
    • Partner Portal Login
    • Partner Portal sign up
  • Developers
    • Become an integration partner
    • Documentation
    • Downloads
    • Samples
    • Support
  • Accountants
    • Become a Univisor
  • News
  • About us
    • About us
    • Management
    • Contact

Unipedia

  • Introduction
    • Get started with Uniconta
    • Which browser are you using?
    • Get started with an existing set of accounts
  • Converting to Uniconta
    • Conversion tool
    • What can be converted to Uniconta?
    • Converting from NAV to Uniconta
    • Converting from e-conomic to Uniconta
    • Converting from C5 to Uniconta
    • Converting from eCtrl to Uniconta
    • Checking your accounts after conversion
  • General Ledger
    • How to split voucher PDF
    • Chart of Accounts
      • Chart of Accounts
      • Account types
      • System Accounts
      • Import a Chart of Accounts
    • General journals
      • Journal Entries
      • Import from a file
      • Import Bank statement
        • Automatic account selection
      • Posting in foreign currency
      • Posting customer payments
      • How to manage voucher number series
      • Setting up Journals
      • Cancel voucher/delete journal/delete record
    • Bank Reconciliation
      • Bank Management / Bank reconciliation
      • Automatic account selection
    • Budget
      • Budget
    • Reports
      • Account statements
      • Transactions
      • Financial Statement
      • Physical Vouchers
      • Posted Journals
    • VAT reporting
      • VAT reporting – Denmark
      • VAT specification – Denmark
      • EU sales
      • Intrastat
      • EU sales list
    • Pivot table
    • Maintenance
      • Dimensions
      • – Join two dimensions
      • – Reverse charged VAT – Denmark
      • Voucher number series
      • – Automatic allocation of number series
      • Terms of payment
      • – Managing cash discounts
      • Accounting year
      • – Year end closing/opening balances
      • Join two accounts
    • Audit activities
      • Company accounts templates
      • Export transactions
  • Customer
    • Customer
      • Customer
      • – Reconciling Customer Accounts
    • Quick invoice
      • Quick invoice
    • Sales
      • Sales orders
      • – Create purchase/sales order
      • Quotations
      • Mass update
      • – Generate UBL
      • – Purchases and sales without VAT
      • Order journal
    • Reports
      • Statement
      • Transactions
      • Open transactions
      • Payment proposals (SEPA)
      • Ageing report
      • Interest and collection letter
        • – Collection letter messages
      • Invoices
      • Delivery note
      • Stock transactions
      • Order lines
      • Customer statistics
      • Pivot table
    • Maintenance
      • Customer groups
      • Order groups
      • Shipments
      • Terms of delivery
      • Layout groups
      • Number sequences
        • – Error messages
      • Invoice layout
        • – Creating watermarks
      • E-mail setup
        • – Setting up SMTP
        • – Mail server set up
        • – Forwarding e-mails to Uniconta
      • Document messages
      • SEPA set up
      • Mandates (SEPA)
      • Customer Direct Debit
      • Join
        • Join two accounts
        • Join two sales orders
        • Join many
  • CRM
    • – Introduction to CRM
    • Prospects
      • – Creating an quotation for a prospect
      • – Create follow-up
    • Customers & Prospects
    • Follow-up activities
    • Create e-mail list
    • Campaign
    • Maintenance
      • Interests
      • Products
      • CRM groups
      • Follow-up groups
      • Campaign groups
  • Vendor
    • Mass update
    • – Purchases and sales without VAT
    • Reports
      • Statement
      • Merge payments
      • Ageing report
      • Pivot table
    • Maintenance
      • Vendor groups
      • Purchase order groups
      • Vendor layout groups
      • Number sequences
      • File formats for methods of payment
        • – Setting up messages for vendor payments
        • – Setting up bank days
      • Join
      • – Join two accounts
      • – Join two purchase orders
      • – Join many
  • Inventory
    • Items
    • Stock Journal
    • – Posting in the stock journals
    • – BOMs in Uniconta
    • – Handling packaging fees
    • Reports
      • Inventory account statement
      • Inventory transactions
      • Item stock status
      • On-hand
      • Re-order list
      • Pivot table
    • Maintenance
      • – Purchasing number series items
      • Join two items
      • Variants
        • – Default variants
        • – Importing old inventory transactions
  • Project
    • Get started with Project and Time
    • Invoicing in the project module
    • Project Categories
    • Pivot table
    • Project groups
  • Company
    • Company information
    • View a demonstration company
    • User rights
      • Manage users
      • Requests for company access
      • Request company access
    • Maintenance
      • Configure application functionality
      • Preferences
      • Subscription (Administrators)
      • – Create subscription (Administrators)
      • – Create subscription (Client)
      • – From trial period to subscription
      • – Counting financial items
      • Modification URL
      • Create a new company
    • Contacts
  • Administrator
    • Distributor Administration
    • User Login History
    • Partner Plugin
  • Tools
    • Main Menu
    • Save layout as a menu item
    • User Plugin
      • How to change Uniconta’s default plugin path
    • Report Generator
      • Report Generator
        • Acccount statement
        • Collection letter documents
        • Company accounts cover page
        • Picking list
        • Purchase documents
        • Sales documents
      • Create a report to be viewed externally
      • Expression binding for Reports
    • Additional setup
      • Local backup
      • Import e-conomic
  • Data Access
    • Transfer data from Uniconta to Excel
    • OData filter function
  • General
    • User Interface
      • User Profile
      • Shortcut Keys in Uniconta
      • Layout
      • Templates
      • How to search in Uniconta
      • Filter/Clear Filter
      • General tips
    • General Functions
      • Attachments
      • Copy and paste in Uniconta
      • Export data and reports to file format
      • Send documents and data by e-mail
      • Print reports and list forms
      • National company number lookup
      • Excel, export and import
    • Security
      • Who has access to my accounts?
      • Forgot Password
      • Backup
      • Uniconta Security
    • Installation
      • Installation on RDS – Remote Desktop Server
      • Optimal internet access for Uniconta
      • Install Uniconta in Windows 7
      • Uniconta in the Microsoft App-Store
      • Uniconta for Mac

Copy and paste in Uniconta

449 views 1 April 2016 24 January 2018
Print Friendly, PDF & Email

Learn more about:

  • Layout
  • Filter/Clear Filter
  • Templates
  • How to search in Uniconta
  • Attachments
January 24th, 2018

We have now made it easier to copy data to and from Uniconta simply by using copy and paste. This way data can quickly be copied and pasted without having to perform exports or imports. Any list form can be copied in pasted from and to. When copying from a Uniconta list form, the contents are saved to the clipboard and can then be pasted, for example, into Excel, Word etc. Data can also be copied and pasted  into other compatible list forms within Uniconta.  For example, from the order list forms to the purchase list forms (e.g. when ordering goods using the data in a customer order or vice versa). If, for example, the totals from the Chart of Accounts are required for a new budget in Excel, then it is also easy to copy the whole Chart of Accounts grid and paste it into an Excel worksheet.

 

N.B.: When using the Copy/Paste function, remember that the headings need to be exactly the same, including upper and lower case letters. Any program that uses columns can also be copied from. For example, Uniconta and Excel.

 

Uniconta’s clipboard is located in the top right hand corner of the screen: Copy to Clipboard

 

 

This button has several options to choose from, as shown in the screen shot below.

 

 

Hold down the “Ctrl” key and click on the option required, as in the above screenshot.

 

Marked lines: This copies all data in the fields shown within any lines that have been highlighted.

 

Select all: This copies all data in the list form whether the data is visible or not. For example, when in the Chart of Accounts or the Customer list, “Select all” will copy all fields in those lists including the data at the bottom without the need to scroll down.  However, only fields that are shown will be copied. In other words a layout should be created that only shows the fields that the user needs to be copied to the clipboard.

 

The “Copy to Clipboard” button can be used in all list forms that display transactions, order lines, journal entries etc. (i.e. all lists that show several transactions). “Copy to Clipboard” cannot be used in detail forms that only show one record, transaction or an account in the Chart of Accounts, i.e. a form that has been accessed using the “Edit” button.

Once the data has been copied to the clipboard, Word, Excel, Notepad etc. can be opened and ”Paste” selected in that program. This is a quick way to copy data without the need to perform an export.

 

Long lists of data can be copied without problems. This has been tested using accounts containing 47,000 transactions, which were copied and pasted into excel in under 2 seconds.

 

Copying and pasting form data within Uniconta

The content of the clipboard can also be pasted within Uniconta. However, there are some limitations.

The contents of the clipboard can be pasted into all list forms which contain line items, such as, journals, order lines inventory journals and other places where line items can be created. However, the list forms must be compatible, For example, an accounting journal cannot be copied and pasted to an order line, since the fields are not “compatible”.

Purchase line items and order line items are compatible. Invoice line items and inventory entries are also compatible with order and purchase line items. So an old invoice could be used, the lines copied and pasted into a new sales order.

Below is an example where an order is used to set up a purchase line item using “Copy” and “Paste”. This can be useful if orders are bought ‘on demand’ rather than kept in stock.

Select and copy all

Example:

A sales order contains the following order lines:

 

Everything needs to be ordered with the wholesaler, since the company does not keep the items in stock.

Click on the clipboard icon and “Select all” as shown in the screenshot below:

 

 

Create a new purchase order and purchase line items.

Place the cursor on the first purchase order line item and click on CTRL+V (Paste).

The order lines items will be copied to the purchase order. Make any edits required (e.g. price and discount percentage).

Copy “Marked lines” only  

Selected or “marked” lines can also be copied.

Lines can be marked and copied by clicking on the lines and then choosing “Marked lines” under the clipboard icon.

Several lines can be marked by holding down the “Ctrl” key and highlighting the required lines (the lines will appear in yellow).

 

 

 

 

 

  • Was this Helpful ?
  • YesNo
Categories: Inventory, Unipedia

Get in touch with us

Uniconta

  • Uniconta
  • Subscription Terms
  • System Status

PARTNER

  • Resellers
  • Get Uniconta
  • Documentation

INFO

  • News
  • Video
  • Security

Support

  • Unipedia
  • API Support
  • Visit a Country Site
    • Danmark
    • Deutschland
    • Eesti
    • Ísland
    • Lithuania
    • Nederland
    • Norge
    • Österreich
    • United Kingdom
Uniconta
© Copyright 2019 | All rights reserved | info@uniconta.com | Terms & Conditions
Facebook Twitter LinkedIn Youtube